Katrina Leung
Financial Advisor | Growth and Development Director
- Role
- Growth and Development Director at Northwestern Mutual
- Location
- San Francisco, CA, US
- LinkedIn followers
- 500 followers
About Katrina Leung
I am a Financial Advisor with Northwestern Mutual, serving women and underrepresented communities. I work with my clients through holistic planning to give them the financial freedom to achieve their goals for the short-term, mid-term, long-term and retirement. My team and I take pride in working closely with our clients to build long lasting relationships by providing guidance through personalized financial plans. My mission is to spread financial literacy by helping people have a better relationship with money through saving and investing.
Experience
Growth and Development Director
Feb 2026 — Present
Education
University of San Diego
Finance - BBA, Minors in Supply Chain Management and Data Analytics, Finance, General
2017 — 2021
Sacred Heart Cathedral Preparatory
High School Diploma
2014 — 2017
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